The Sturdza Family Fund: A portfolio built to weather extreme scenarios

Bertrand Faure provides insight regarding his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis and how he has navigated the Strategic European Smaller Companies Fund through this period.

Eric Vanraes, portfolio manager of the E.I. Sturdza Funds plc – Strategic Bond Opportunities Fund, provides insight on his assessment of the major influencers of fixed income markets today – macro data, central banks, equity markets, flows and rating agencies and how he reflects these in his three step investment process:

1. Top-down analysis seeking to identify the optimal allocation between two types of risk, pure duration and credit risk;

2. The allocation between these two risk categories, considering nominal and real yields, with credit risk introduced through different markets;

3. Bottom-up analysis: bond picking based on in-depth credit analysis to establish the portfolio.

Eric believes that a fixed income portfolio should consist of high quality and liquidity issues, with a low correlation to equities.

Recording from Citywire Asia's Virtual Investment Forum – 4th June 2020

For further information about the Strategic Bond Opportunities Fund or our fund range, please contact:
Adam Turberville, Head of Marketing & Client Relations
+44 1481 722 322
info@ericsturdza.com
ericsturdza.com

In this video interview, the investment team of the Sturdza Family Fund provide insight to the following questions:

• What is the Fund’s primary objective and philosophy?
• How does market timing impact your investment process?
• What is the Fund’s equity selection process?
• What is the role of the portfolio’s fixed income exposure in delivering the investment objective?
• What are the Team's views regarding volatility and the potential impact on compounding?
• How is risk addressed and perceived within the management of the Fund?

If you require any further information about the Sturdza Family Fund. Please contact:

Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com

Eric Sturdza discusses the qualities he believes are required by the team of the Sturdza Family Fund to perform over the long term.

The following members of the Sturdza Family Fund investment team provides an introduction explaining their role within the Fund:
• Eric Sturdza, Portfolio Manager.
• Constantin Sturdza, Portfolio Manager.
• David Haynal, Deputy Portfolio Manager / Equities.
• Eric Vanraes, Portfolio Manager / Fixed Income.
• Pascal Perrone, Deputy Portfolio Manager / Fixed Income.
• Marc Craquelin, Senior Adviser.

If you require any further information about the Sturdza Family Fund. Please contact:

Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com

Investing in European Quality Growth? Discover the award-winning Strategic Europe Quality Fund. A valuation driven investment approach aiming to buy high-quality businesses at discounted prices. Quality being defined as companies which are market leaders, benefit from long-term structural growth, have high margins and low capital intensity. The Fund has a structural bias towards consumer, healthcare, IT and generally avoids high cost of capital sectors such as insurers, utilities and the oil and gas majors. More information > http://esi.fund/?MTM4NDg
#EuropeanEquities #ActiveManagement #InvestmentManagement

The video provides an introduction to the Sturdza Family Fund by the Portfolio Managers, Eric and Constantin Sturdza.

Eric and Constantin Sturdza, portfolio managers of the Sturdza Family Fund discuss the following topics in this interview:
• Sturdza Family Fund: An introduction.
• Historical observations about investing.
• Three challenges of investing over the long-term.
• Best attempt to solve the challenges.
• For who and why was the Sturdza Family Fund created?
• How do you preserve your investment over long-term.
• Why does the Fund offer investors peace of mind?
• What type of investor is the Fund suitable for?

Require further information about the Sturdza Family Fund? Please contact:

Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com

Introducing the 3D Animation of the Eric Sturdza Investments logo. We hope you like it? The animation reveals our crest logo from various angles in a 3D space, finishing on the full Eric Sturdza Investments logo.

Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.

Eric Vanraes & Pascal Perrone provide insight on the Strategic Bond Opportunities Fund. Subjects covered include:

• The strategy and philosophy of the Fund.
• The primary focus and contributor for the Fund.
• How the Fund's portfolio is currently positioned.
• What strategy is the Fund currently pursuing and how is this reflected in the portfolio's duration?
• Adjustments in the shape of the portfolio in the short- to mid-term.
• The Fund's approach to Risk Management.
• How are fixed income markets and the strategy performing.

The investment objective of the Fund is to achieve a total return through a combination of capital growth and income by investing in a globally diversified portfolio of fixed income securities.

If you would like to obtain further information, please contact Adam Turberville:

Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com

Insight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.

Bertrand Faure, portfolio manager of the Strategic European Smaller Companies Fund provides an update on the Fund's strategy as well as his insights regarding the market corrections of 2018 and the drivers of strong returns during 2019.

Lilian Co, portfolio manager of the Strategic China Panda Fund – an award-winning China Equities Fund – provides an update on the Fund's positioning and her latest insight on the Chinese equity markets during this volatile period between the U.S. and China.

Insight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.

Mitsuhiro Yuasa provides an update regarding the current macroeconomic environment in the Japanese equity markets and how he and his team are positioning the E.I. Sturdza Strategic Japan Opportunities Fund accordingly, with a focus on companies with consistent revenue / profit growth and strong management regardless of size, history, brand or market capitalization.

Lilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund discusses the Fund's core investment themes in the China equities market over the short and long term.

Yutaka Uda, portfolio manager of the EI Sturdza Nippon Growth (UCITS) Fund discusses the opportunities available in the Japanese equity market over the short and long term.

Mitsuhiro Yuasa, portfolio manager of the EI Sturdza Strategic Japan Opportunities Fund discusses the opportunities available in the Japanese equity market.

Chinese equities update by Lilian Co, Portfolio Manager of the Strategic China Panda Fund with a focus on the opportunities, risks and the macro environment.

Investing in Growing Companies in Japan's New Economy